Foresight Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Foresight Wealth Management, LLC
- $6.98 Billion
- Q4 2022
A detailed history of Foresight Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 29,880 shares of SPYV stock, worth $1.45 Million. This represents 16.65% of its overall portfolio holdings.
Number of Shares
29,880
Previous 337,385
91.14%
Holding current value
$1.45 Million
Previous $11.6 Million
9886.48%
% of portfolio
16.65%
Previous 2.66%
Shares
17 transactions
Others Institutions Holding SPYV
# of Institutions
889Shares Held
372MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$945 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio